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Basic Information
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Birthday*
Current Wealth Advisory Relationships*
In addition to direct investments are you also needing to put into place or upgrade who you use for
Checkmark if Yes
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- Proactive Tax Planning
- Traditional Wealth Management
- Trust & Estate Planning
If you are looking for an introduction to 1-2 new wealth advisors to consider who can assess your situation, what are the three things most important to you, their geographical location being close to you, their years of experience, or something else?
(Please explain in 2-5 sentences)
In what industry did you create your wealth?
Are you currently a full-time investor and if not, what is your time and work focused on day-to-day at this point?
Some of our clients focus on investing in dental clinics, fintech, hard money lending, or manufacturing. Are there any particular niche areas of investment that you would like assistance sourcing deals in?
What is your #1 goal over the next 18 months when it comes to allocating your capital into investment opportunities?
Our team focuses on providing you access to direct investments, which means investments into operating businesses, unique alternative investments, or real estate assets. We work very closely with a few traditional wealth advisors who handle public market exposure, stocks & bonds, traditional fund manager platform access, etc. Would you like to be introduced to 1-2 wealth advisors that we could work together closely with?
- Yes
- No
Qualifying Questions
What is your current preferred investment risk exposure?*
- Growth Oriented Risk Exposure
- Medium Risk Esposure
- Conservative Risk Exposure
What types of investments are you open to considering?*
- Income Investments
- Collateral-Backed Debt Investments
- Gross Revenue Royalty Investments
- Real Estate Investments
- Alternative Investments
- Private Equity Sponsors & Funds
- Equity Investments into Revenue Positive Companies with $500K+ in revenue
- Equity Investments into Profitable Operating Businesses
What is the maximum number of years you are comfortable being illiquid in any investment?*
- 1 Year
- 3 Years
- 5 Years
- 7 Years
- 10+ Years
What is the highest minimum investment you are comfortable making?*
- $25,000
- $50,000
- $75,000
- $100,000
- $150,000
- $250,000
- $500,000
- $1,000,000+
Income & net worth
(Required for Regulators to Collect)
What is your annual income ($)*
What is your annual income including your spouse?*
What are your current annual income needs from investments? ($)*
What is your desired retirement age?*
Please enter a number from 21 to 120.
What is your desired annual income in retirement ($)?*
Risk tolerance & investment objectives
Acceptable percentage of principal loss in a short-term period?*
Which of the following statements best describes your investment objectives?*
- My highest priority is to preserve my investments and I am willing to accept minimal return in order to do so
- I seek to generate income from my investments and am interested in investments that have historically demonstrated a low degree of risk of loss of principal value
- I seek to grow the principal value of my investments over time and, in pursuit of these gains, am willing to invest in securities that have historically demonstrated a moderate degree of risk to loss of principal value
- I seek to accelerate somewhat the growth of the principal value of my investments over time and, in pursuit of these gains, am willing to invest in securities that have historically demonstrated a moderate to above average degree of risk of loss of principal value
- I seek a significant appreciation of the principal value of my investments and, in pursuit of these gains, am willing to accept a greater degree of risk by investing in securities that have historically demonstrated a high degree of risk o floss of principal
In general, how did you feel about the decline in stock market values from 2007 through 2009?*
- High level of anxiety
- Moderate level of anxiety
- Acceptance that short-term losses are part of investing and assurance that the risk I took was reasonable given the potential long-term gains of my investments
- Indifference
- Excited to be able to invest in assets that had declined in value
How would you describe your level of knowledge with regard to finance and investing?*
- Minimal. I have very little interest in understanding finance and investing, or I have not had the opportunity to learn.
- Low. I have basic knowledge of finance, such as understanding what stocks, bonds, and mutual funds are.
- Medium. I have knowledge beyond basic products, and I understand diversification and other financial and investing terminology and strategy.
- High. In addition to understanding most financial products and terminology, I understand factors that affect the price of stocks and bonds.
- Advanced. I have an in-depth knowledge of most financial products, including stocks, bonds, and options. I understand overall market risk as well as company-specific risk.
Years of Investment Ownership
For how many years, if any, have you owned each of the following types of investments or used these investment vehicles?
Life Settlements*
Please enter a number from 0 to 100.
Self-Storage Properties or Multifamily/Apartment Investments*
Please enter a number from 0 to 100.
Limited partnerships/Private Placements*
Please enter a number from 0 to 100.
Investments through Independent Sponsors*
Please enter a number from 0 to 100.
Commercial Real Estate Assets*
Please enter a number from 0 to 100.
Private Equity Funds*
Please enter a number from 0 to 100.
Self-Directed IRAs*
Please enter a number from 0 to 100.
Name
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Investor Details

InvestorClub.com Username & Password

Basic Information

Qualifying Questions

Income & net worth

Risk tolerance & investment objectives

Years of Investment Ownership